Repligen Corporation

NasdaqGS:RGEN 株式レポート

時価総額:US$7.4b

Repligen マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

主要情報

Olivier Loeillot

最高経営責任者

US$6.1m

報酬総額

CEO給与比率14.06%
CEO在任期間2.7yrs
CEOの所有権n/a
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間10.3yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 13

RGEN: Bioprocess Recovery And Training Hub Expansion Will Guide Future Performance

Repligen's analyst price target has been reset slightly lower to $142, as analysts factor in a modestly higher discount rate along with still-supportive views on bioprocessing demand and the broader life science tools recovery. Analyst Commentary Recent Street research around Repligen reflects a mixed setup, with several firms trimming price targets and a few others highlighting potential recovery in bioprocessing demand.
Seeking Alpha May 31

Repligen Has A Cleaner Recovery Angle, But With High Valuation

Summary Repligen is recovering after a difficult 2024, with Q1 2026 revenue up 15% and 11% organic. Polymem, China, PAT, and the Transformation Office make the story cleaner, but execution still matters. I like Repligen's balance sheet, as it has plenty of liquidity with good cash flows to continue funding M&A deals or potential growth in Asia. Unfortunately, my main issue with RGEN is its expensive valuation, which leaves little margin of safety for investors at these levels. Read the full article on Seeking Alpha
ナラティブの更新 May 30

RGEN: Firmer Bioprocess Backdrop And Hubs Expansion Will Shape Long Term Outlook

Repligen's updated analyst price target of $142 reflects a largely unchanged fair value. Analysts point to a mix of reduced P/E assumptions and slightly stronger expectations for revenue growth and profitability, supported by recent research that highlights a firmer bioprocess backdrop and diversified growth drivers.
ナラティブの更新 May 11

RGEN: Recalibrated Street Expectations And Hubs Expansion Will Shape Long Term Outlook

Analysts now place Repligen's fair value at $142, a $2 adjustment that reflects a mix of recent price target cuts and increases as they weigh updated growth expectations, margins, and P/E assumptions from the latest round of Street research. Analyst Commentary The latest Street research on Repligen shows a split tape, with some firms lifting targets and others cutting them, which nets out to the modest US$2 bump in the aggregated fair value estimate to US$142.
ナラティブの更新 Apr 25

RGEN: recalibrated Street Expectations Will Shape Bullish Long Term Outlook

The analyst price target for Repligen has been reduced from about $160.90 to $140.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E following a mix of recent target cuts and one upward revision across the Street. Analyst Commentary Street research on Repligen over recent months points to a mixed but generally more cautious stance, with several firms trimming price targets while one research house lifted its target.
ナラティブの更新 Apr 09

RGEN: Multi Year Guidance And M&A Dry Powder Will Support Future Upside

Narrative Update on Repligen The analyst price target for Repligen has been adjusted slightly lower, with the updated fair value moving from about $186.82 to $183.88 as analysts factor in recent target cuts, alongside generally positive views on guidance and execution. Analyst Commentary Recent Street research on Repligen clusters around a group of target cuts following the latest Q4 report and FY26 outlook, alongside a smaller number of target increases.
ナラティブの更新 Mar 25

RGEN: Multi Year Guidance And M&A Focus Will Support Future Upside

Repligen's analyst price target has been adjusted modestly higher to $186.82, with analysts pointing to refreshed assumptions around revenue growth, profit margins, and future P/E expectations following recent target changes across firms such as H.C. Wainwright, UBS, Evercore ISI, Wells Fargo, and Barclays. Analyst Commentary Recent target changes reflect a mix of optimism and caution around Repligen, with analysts adjusting their models after the latest Q4 results and FY26 guidance.
ナラティブの更新 Mar 10

RGEN: M&A And New Bioprocessing Resins Will Support Future Upside

Narrative Update: Repligen Repligen's updated analyst price target reflects a modest reset, with fair value moving from about $190.89 to $186.28 as analysts factor in slightly lower revenue growth and profit margin assumptions along with a marginally higher discount rate, while still generally highlighting solid recent execution and cautious company guidance. Analyst Commentary Recent Street research on Repligen shows a mixed but generally constructive stance, with several firms trimming price targets while maintaining positive ratings.
ナラティブの更新 Feb 24

RGEN: M&A Focus And New Bioprocessing Resins Will Drive Future Upside

Analysts have raised their Repligen price target by $10 to $190.89, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E as reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$190.89 price target as better aligned with updated assumptions for discount rates and future P/E, suggesting the shares may not fully reflect their revised valuation framework.
ナラティブの更新 Feb 09

RGEN: M&A Ambitions And New Resins Portfolio Will Shape Bullish Outlook

Analysts have lifted their price target on Repligen by US$10, citing updated assumptions that reflect revised fair value estimates, a tweaked discount rate, adjusted revenue growth and profit margin expectations, and an updated future P/E multiple. Analyst Commentary Even with the higher price target, some research commentary points to risks that readers should keep in mind when weighing Repligen at current levels.
ナラティブの更新 Jan 26

RGEN: Process Analytics Strength And Biopharma Recovery Will Support Further Upside

Analysts have nudged their price targets on Repligen higher, with our updated fair value estimate moving modestly to about US$190.89 per share. This is supported by recent Street research citing raised targets following a 3Q25 revenue beat and a relatively improving biopharma outlook, with growth across all franchises led by Process Analytics.
ナラティブの更新 Jan 12

RGEN: Process Analytics Strength And Biopharma Recovery Will Support Upside In 2025

Analysts have lifted their price target on Repligen to about US$190 from US$187, pointing to recent target raises, including Canaccord's move to US$165 on 3Q25 revenue outperformance, a relatively improving biopharma outlook, and solid contributions from Process Analytics and other franchises. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a higher price target as a reflection of stronger than expected 3Q25 revenue, which they view as supportive of the current valuation range.
ナラティブの更新 Dec 27

RGEN: Process Analytics Momentum And Biopharma Recovery Will Shape Risk Balanced Outlook

Narrative Update We are raising our Repligen fair value estimate from $131.29 to $160.36 per share as analysts lift price targets toward $160 to $165 on better than expected Q3 results, broad-based revenue growth led by Process Analytics, and an improving outlook for biopharma end markets. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Repligen, with higher price targets acknowledging near term execution outperformance while still embedding meaningful risk around sustainability of growth.
ナラティブの更新 Dec 13

RGEN: Bioprocessing Recovery And Guidance Raise Will Support Upside Potential

Analysts have nudged our Repligen price target higher to $165, reflecting a modest trim to fair value estimates to about $216.62 per share, alongside slightly lower long term revenue growth and discount rate assumptions, but reinforced by recent target increases from the Street on better than expected quarterly results, improving biopharma demand, and confidence in the company s bioprocessing driven double digit growth potential. Analyst Commentary Bullish analysts have become incrementally more constructive on Repligen following its recent quarterly performance, citing a healthier biopharma demand backdrop and stronger than expected execution across key franchises.
ナラティブの更新 Nov 27

RGEN: Volume Recovery and End-Market Stability Will Support Measured Upside in 2025

Narrative Update on Repligen Analysts have raised their price targets on Repligen by up to $15. They cite stronger-than-expected quarterly results and improved industry outlooks as driving positive momentum for the company.
分析記事 Nov 12

Repligen's (NASDAQ:RGEN) Earnings May Just Be The Starting Point

Even though Repligen Corporation ( NASDAQ:RGEN ) posted strong earnings, investors appeared to be underwhelmed. We did...
ナラティブの更新 Nov 11

RGEN: End-Market Improvements Will Drive Stronger Momentum Through 2025

Analysts have increased their price target for Repligen slightly, from $184.76 to $187.00. They cite a recent revenue beat, an improving sector outlook, and expectations for continued growth across key business areas.
分析記事 Oct 31

Repligen Corporation Just Beat EPS By 18%: Here's What Analysts Think Will Happen Next

Repligen Corporation ( NASDAQ:RGEN ) investors will be delighted, with the company turning in some strong numbers with...
ナラティブの更新 Oct 28

Recovery In Industry Demand And Market Stability Will Drive Renewed Momentum

Repligen's analyst price target has been increased from $179.78 to $184.76, as analysts see improving market stability and anticipate a return to stronger revenue growth despite recent headwinds. Analyst Commentary Recent updates from street research highlight a renewed sense of optimism among analysts, along with acknowledgment of ongoing industry challenges.
分析記事 Oct 04

Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) 28% Share Price Surge

Repligen Corporation ( NASDAQ:RGEN ) shares have had a really impressive month, gaining 28% after a shaky period...
分析記事 Sep 01

Is Repligen (NASDAQ:RGEN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 29

Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) P/S

When you see that almost half of the companies in the Life Sciences industry in the United States have price-to-sales...
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新しいナラティブ May 26

Biomanufacturing Expansion Will Create New Global Opportunities

Strong demand in biomanufacturing and effective market expansion are driving sustained revenue growth and improved margins for Repligen.
Seeking Alpha Mar 20

Repligen: Ongoing Bioprocessing Market Recovery

Summary I reiterate a 'buy' rating for Repligen with a one-year price target of $175 per share, driven by strong bioprocessing market recovery. Repligen reported 3% organic revenue growth and 13% growth in non-COVID business, with record-high order intakes since Q2 FY22. The acquisition of 908 Devices' bioprocessing analytics portfolio enhances Repligen's process analytical technology, adding significant value to its offerings. Despite challenges in the protein business, I expect 12% organic revenue growth in FY25, supported by new product launches and market normalization. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Repligen Corporation's Earnings Preview: Expensive With Mixed Growth Prospects

Summary Repligen Corporation is a bioprocessing technology company focusing on process intensification, purification, and fluid management, with strategic acquisitions to enhance its capabilities. Though integration risks remain, RGEN's recent acquisition of Tantti Laboratory aims to bolster its chromatography and biomolecule purification capacities. The potential acquisition of Maravai LifeSciences could impact RGEN's future growth, but past failed attempts and divestment plans add uncertainty. Also, I believe international revenue exposure and foreign exchange volatility present additional risks for RGEN’s near-term financial performance. Despite a healthy underlying business, RGEN faces valuation concerns, tax loss harvesting, and uncertain growth, leading to a "Hold" rating ahead of its earnings report. Read the full article on Seeking Alpha
Seeking Alpha Jul 13

Repligen: Strong Filtration Growth, Offset By Other Challenges

Summary Repligen's Q1 revenue declined by 20% organically, driven by Covid-related business decline and reduced demand in China and protein business. Strong growth and pipelines in the core filtration business, with non-Covid filtration revenue surging by more than 15% in Q1. FY24 outlook includes -1% to +4% base revenue growth, with expectations of industry recovery in the second half of 2024 and a one-year price target of $150 per share. Read the full article on Seeking Alpha
Seeking Alpha May 30

Repligen Stock: Still Quite Overvalued

Summary Repligen Corporation stock has dropped 15% since our initial analysis of the stock just over six months ago. The company has posted a couple of quarterly earnings reports since then, and the company's balance sheet is in solid shape. That said, Repligen has hit a growth hiccup, and company insiders have picked up selling shares recently. An updated analysis around Repligen follows in the paragraphs below. Read the full article on Seeking Alpha

CEO報酬分析

Repligen の収益と比較して、Olivier Loeillot の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$51m

Dec 31 2025US$6mUS$860k

US$49m

Sep 30 2025n/an/a

US$2m

Jun 30 2025n/an/a

-US$14m

Mar 31 2025n/an/a

-US$23m

Dec 31 2024US$7mUS$650k

-US$26m

Sep 30 2024n/an/a

-US$8m

Jun 30 2024n/an/a

US$9m

Mar 31 2024n/an/a

US$24m

Dec 31 2023US$5mUS$138k

US$36m

報酬と市場: Olivierの 総報酬 ($USD 6.11M ) は、 US市場 ($USD 8.37M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Olivierの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Olivier Loeillot (56 yo)

2.7yrs
在職期間
US$6,114,771
報酬

Mr. Olivier Loeillot is President of Repligen Corporation from October 02, 2023 & served as it's Chief Commercial Officer and serves as it's CEO & Director since September 1, 2024. Mr. Loeillot served a co...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Olivier Loeillot
President2.7yrsUS$6.11mデータなし
Jason Garland
CFO & Chief Compliance Officer2.8yrsUS$2.99m0.0069%
$ 515.3k
James Bylund
Chief Operating Officer6.3yrsUS$2.93m0.019%
$ 1.4m
Anthony Hunt
Advisorless than a yearUS$671.00k0.15%
$ 10.9m
Ralf Kuriyel
Senior Vice President of Research & Development9.7yrsUS$2.33m0.018%
$ 1.4m
Brian Douglass
Senior VP & Chief Product Officer2.1yrsUS$1.73m0.0029%
$ 212.2k
Violetta Hughes
Chief Accounting Officerless than a yearデータなしデータなし
Jacob Johnson
Vice President of Investor Relations1.2yrsデータなしデータなし
George Scott
Senior VP & General Counsel1.4yrsデータなしデータなし
Neil Whitfield
Senior Vice President of Sales3.7yrsデータなしデータなし
Teresa Ferragamo
Senior Director of Marketing2.4yrsデータなしデータなし
Leslie Galvin
Global Head of Human Resources & VP3.4yrsデータなしデータなし
2.5yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: RGENの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Olivier Loeillot
President1.8yrsUS$6.11mデータなし
Glenn Muir
Independent Director10.7yrsUS$340.28k0.069%
$ 5.2m
Charles Leland Cooney
Member of Scientific Advisory Board10.3yrsデータなしデータなし
Martin Madaus
Independent Chair of the Board3.3yrsUS$316.28k0.013%
$ 976.3k
Karen Dawes
Lead Independent Director20.8yrsUS$355.28k0.16%
$ 12.1m
Margaret Pax
Independent Director2.3yrsUS$318.80k0.0036%
$ 265.9k
J. Love
Member of Scientific Advisory Board10.3yrsデータなしデータなし
Konstantin Konstantinov
Member of Scientific Advisory Board & Independent Director10.3yrsUS$300.28k0.0051%
$ 382.0k
Steven Cramer
Member of Scientific Advisory Board10.3yrsデータなしデータなし
Rohin Mhatre
Independent Director6.3yrsUS$305.28k0.0071%
$ 530.2k
Richard Braatz
Member of Scientific Advisory Boardno dataデータなしデータなし
Nicholas Barthelemy
Independent Director12yrsUS$311.75k0.0079%
$ 586.1k
10.3yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: RGENの 取締役会 は経験豊富で 経験豊富 です ( 10.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/22 16:39
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Repligen Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

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